Asia Martin
Saint Louis
Summary
Dedicated Investment Associate with extensive experience in financial management and customer service. Expertise in maintaining transaction accuracy and ensuring compliance, while promoting a supportive team environment. Pursuing a Master's in Information Systems Management to advance leadership skills for strategic roles.
Overview
11
11
years of professional experience
Work History
Human Resource Staffing Associate
St. Louis Public Schools
Saint-Louis
02.2026 - Current
- Ensure candidates are registered in FCSR and E-Verify systems to confirm eligibility.
- Assisted new hires, rehires, and retirees with onboarding and exiting SLPS system to ensure smooth transitions.
- Coordinated onboarding sessions for new staff members across various schools.
- Conduct onboarding meetings via Zoom
- Input candidates and employees into SAP system to maintain accurate records.
- Maintained accurate staffing records and databases for compliance purposes.
- Communicated application status and interview schedules to candidates, fostering a positive candidate experience.
- Maintained accurate records of interviews, candidate feedback, and hiring decisions in applicant tracking system for compliance and reporting.
Bank Specialist II
Stifel Bank
Saint-Louis
03.2025 - 01.2026
- Achieved high accuracy in wire department, enhancing support team's operational effectiveness.
- Facilitated cross-departmental discussions to streamline wire transfer processes.
- OFAC and AML review to ensure ACH funds are not posting to Stifel customers’ accounts.
- Created Wire Log to track wire transactions and inquiries, improving response time for support team.
- Monitor pending Federal Exchange wires throughout the day and notify the support team when the client needs to take action.
- Review daily wire transactions spreadsheets, send them to the appropriate departments for further review.
- Opened Fiserv Client 360 tickets for issues requiring investigation.
- Cancel Federal Exchange wires at the end of the business day.
- Communicate with the fraud department when a callback is needed or not needed.
- Collaborated with team members to resolve customer service issues effectively.
- Facilitated communication between departments to improve service delivery processes.
- Advocate for team concerns from the support team that will better assist the customers.
- Maintained comprehensive knowledge of banking regulations and compliance standards.
Transfer and Rollover Specialist II
Edward D. Jones
Saint-Louis
01.2021 - 03.2025
- Guide investment transfers, achieving high accuracy and customer satisfaction.
- Develop AI chat responses, improving future customer interactions.
- Advocate for team concerns, fostering a supportive work environment.
- Ensure compliance in record retention, maintaining departmental standards.
- Fostered team cohesion by leading connect huddles and advocating for peers, contributing to a supportive work environment.
- Analyze and resolve complex investment scenarios, leveraging expertise in external transfers, rollovers, and education savings.
- Provide exceptional customer service, effectively de-escalating challenging situations.
- Offer comprehensive support to branches and home office associates on investment matters.
- Collaborated with financial advisors to improve client service and satisfaction.
- Facilitated training sessions for new team members on company policies and procedures.
Banking Specialist III
First Bank
Saint-Louis
01.2018 - 12.2020
- Consistently achieved sales metrics through proactive client engagement and tailored financial solutions.
- Engaged clients in discussions on account openings, credit options, loans, and rates to enhance customer understanding and satisfaction.
- Opened accounts, submitted loan and credit card applications.
- Attended required courses. Drove client engagement, managing account openings and loan applications while consistently meeting sales targets and resolving fee-related issues.
- Managed and settled conflicts related to fees, ensuring clarity and understanding for clients.
- Conducted thorough KYC (Know Your Customer) procedures to comply with regulatory standards.
- Addressed customer inquiries on account services and banking products, ensuring clear communication and support.
- Educated customers on digital banking tools and services for convenience.
- Reviewed customer account data for accuracy prior to submitting it for review by senior management or auditors.
Universal Banker II
PNC Bank
Saint-Louis
03.2015 - 12.2017
- Reconciled and stocked TCR (Teller Cash Recycler). Managed complex financial transactions, including trust accounts and safe deposit boxes, while serving high-net-worth clients in a dual banker-teller role.
- Universal Banker is a banker and teller in one role.
- Orange Belt Certified to have engaging conversations with clients about accounts, lending, loans, and credit.
- Achieved Orange Belt certification, enhancing ability to engage clients effectively on accounts, lending, loans, and credit products, driving customer satisfaction.
- Assisted with opening trust accounts and safe deposit boxes.
- Managed vault activities to ensure operational integrity and support team objectives.
- Collaborated with branches to assist clients and uphold service quality standards.
- The Branch I assisted was high net worth and assisted wealth management clients.
- Supported multiple branches, showcasing adaptability and teamwork while delivering high service standards across diverse client portfolios.
Education
MA - Information System
American Intercontinental University
Schaumburg, IL01-2029
School of Leadership -
Twin Rivers Church
Saint Louis, MO05-2027
BA - Business Administration-Management
American Intercontinental University Online
Schaumburg, IL07-2023
Associates - Business Administration-Entrepreneurship
American Intercontinental University Online
Schaumburg, IL07-2016
Skills
- Talent Acquisition
- Applicant Evaluation
- Pre-employment Verification
- Interview Coordination
- Schedule management
- Employee Development
- Team Building
- Project Management
- Customer Service
- Client Relations
- Organizational
- Strategic Planning
- Communication
- Interpersonal
- Team collaboration
- Leadership
- Problem-solving
- Marketing
Additional Information - Leadership Experience
- Successfully lead team meetings.
- Attended leadership development meetings.
- Office Manager for 2 years at CopyThat! I assisted with payroll, reconciliation, property management, and Human Resources responsibilities.
Timeline
Human Resource Staffing Associate
St. Louis Public Schools
02.2026 - Current
Bank Specialist II
Stifel Bank
03.2025 - 01.2026
Transfer and Rollover Specialist II
Edward D. Jones
01.2021 - 03.2025
Banking Specialist III
First Bank
01.2018 - 12.2020
Universal Banker II
PNC Bank
03.2015 - 12.2017
MA - Information System
American Intercontinental University
School of Leadership -
Twin Rivers Church
BA - Business Administration-Management
American Intercontinental University Online
Associates - Business Administration-Entrepreneurship
American Intercontinental University Online